Managing Funding Sources

As an Admin you can add, update, and delete funding sources that apply to your organization's goals and projects. Each funding source has an amount associated with it, which is reduced as budget items are added. Examples of funding sources include Capital Project referendum amounts, Smart School Bond Act, and E-Rate. 

To begin, select Funding Sources on the left-side navigation menu.

To Add a Funding Source:

1. Choose the add icon ().

2. Enter the funding source name, the amount, and the description of the source.

Name: Enter the name of the funding source.

Abbreviation: Enter the abbreviation for the funding source.

Rules: Enter any rules regarding the funding source; this is an open text box. 

Start Date: Enter the start date for the funding source.

End Date: Enter the end date for the funding source.

System: Select the respective system associated with the funding source. 

Sub System: Select the respective Subsystem associated with the funding source. 

Asset Type: Select the respective Asset Type associated with the funding source. 

Assigned Departments: Select one or more departments that can utilize this funding source.

3. Select Save.

To Edit a Funding Source

1. Choose the edit icon ().

2. Update the necessary fields.

3. Select the Save Button.

To Delete a Funding Source

1. Choose the delete icon ()

2. Your web browser will display a confirmation page. Click Yes.

Note: Funding sources can only be deleted if there are no associated budgets.